Changez Ahmed (CRD# 6981211) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 5 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin, TX | Jul 2018 - Current | 5 |
| Bank Of America, N.a. | Austin, TX | Jul 2018 - Current | 5 |
| University Of Texas | Austin, TX | Jul 2016 - May 2018 | 1 |
| Discount Power | Houston, TX | Jun 2016 - Jul 2016 | < 1 |
| University Of Texas | Austin, TX | Aug 2015 - Jun 2016 | < 1 |
| Discount Power | Houston, TX | Jun 2015 - Jul 2015 | < 1 |
| University Of Texas | San Antonio, TX | Aug 2014 - Jun 2015 | < 1 |
| Discount Power | Houston, TX | Jun 2014 - Aug 2014 | < 1 |
| University Of Texas | San Antonio, TX | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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